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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1976
MinichMacGregor Wealth Management
New York
$51K +$3.09K +28 +7%
JWA
1977
JFS Wealth Advisors
Pennsylvania
$51K +$16.2K +147 +49%
RWG
1978
Regal Wealth Group
California
$50K +$7.73K +70 +19%
VEA
1979
Virtus ETF Advisers
New York
$49K +$47.3K +428 New
ARMC
1980
American Research & Management Company
Massachusetts
$48K +$46.4K +420 New
NIM
1981
NuWave Investment Management
New Jersey
$48K +$46.4K +420 New
PS
1982
Portfolio Strategies
New York
$48K +$46.9K +425 New
HI
1983
Hudock Inc
Pennsylvania
$47K +$110 +1 +0.2%
AAC
1984
Asset Advisors Corp
Georgia
$46K
KPCM
1985
Kings Point Capital Management
New York
$40K -$98.6K -893 -72%
FWM
1986
Focused Wealth Management
New York
$40K
CFA
1987
Camarda Financial Advisors
Florida
$38K -$33.6K -304 -48%
LA
1988
Legacy Advisors
Pennsylvania
$38K -$7.07K -64 -16%
QAM
1989
QCI Asset Management
New York
$34K -$5.74K -52 -15%
AWM
1990
AllSquare Wealth Management
New York
$34K
CWM
1991
Cedar Wealth Management
California
$34K
FI
1992
FCM Investments
Texas
$34K
IFA
1993
Interactive Financial Advisors
Illinois
$34K
MA
1994
MCF Advisors
Kentucky
$34K
HH
1995
HWG Holdings
Texas
$33K
T2I
1996
Turim 21 Investimentos
Brazil
$32K
GSC
1997
G&S Capital
Colorado
$32K +$30.8K +279 New
PCA
1998
Providence Capital Advisors
North Carolina
$32K +$31K +281 New
AP
1999
Atwood & Palmer
Missouri
$31K
HRC
2000
Hoertkorn Richard Charles
$31K